MGWM
ANSS
Marks Group Wealth Management’s Ansys ANSS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,920
| Closed | -$869K | – | 277 |
|
2022
Q3 | $869K | Sell |
3,920
-5,023
| -56% | -$1.11M | 0.13% | 163 |
|
2022
Q2 | $2.14M | Buy |
8,943
+463
| +5% | +$111K | 0.31% | 101 |
|
2022
Q1 | $2.69M | Buy |
8,480
+722
| +9% | +$229K | 0.34% | 96 |
|
2021
Q4 | $3.11M | Buy |
7,758
+181
| +2% | +$72.5K | 0.38% | 95 |
|
2021
Q3 | $2.56M | Buy |
7,577
+68
| +0.9% | +$23K | 0.35% | 104 |
|
2021
Q2 | $2.59M | Buy |
7,509
+2,690
| +56% | +$926K | 0.35% | 106 |
|
2021
Q1 | $1.61M | Buy |
4,819
+2,004
| +71% | +$668K | 0.24% | 113 |
|
2020
Q4 | $1.02M | Buy |
2,815
+68
| +2% | +$24.7K | 0.16% | 140 |
|
2020
Q3 | $899K | Buy |
2,747
+13
| +0.5% | +$4.25K | 0.16% | 139 |
|
2020
Q2 | $800K | Buy |
+2,734
| New | +$800K | 0.16% | 135 |
|
2020
Q1 | – | Sell |
-1,003
| Closed | -$258K | – | 225 |
|
2019
Q4 | $258K | Buy |
+1,003
| New | +$258K | 0.05% | 213 |
|